Quantum Financial Advisors Inc.
Quantum Financial Advisors Inc. (CRD# 113563) is a financial advisory firm headquartered in Rockville, MD. They manage $74,451,758 in 122 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management74MILLION
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Total Number of Accounts122ACCOUNTS
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Average Account Value$610,260
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

DC, FL, MD, NJ, NV, VA
Carol Rose Flaum (CRD# 2242075) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pompano Beach, FL and has over 22 years of experience in the finance industry.
Howard Lodge (CRD# 1420474) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 24 years of experience in the finance industry.
Andrew Martin (CRD# 4484517) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 16 years of experience in the finance industry.
Elliot Noma (CRD# 2086850) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Metuchen, NJ and has over 27 years of experience in the finance industry.
Steven Nunez (CRD# 6431170) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 3 years of experience in the finance industry.
Joseph Schmelzle (CRD# 6591250) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 3 years of experience in the finance industry.
Dingxun Shao (CRD# 6379630) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 3 years of experience in the finance industry.
John McDonald (CRD# 2142519) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pensacola, FL and has over 6 years of experience in the finance industry.